I-Bankers Securities, Inc.
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 41352
- Registered since
- September 9, 1996
- Website
- www.i-bankers.net
Firm profile
FINTRXOverview
I-Bankers Securities, Inc. is a privately owned corporation that has been SEC-registered since 1996 and is classified as an investment bank. The firm is organized under individual ownership and does not present itself as a capital allocator. It is not identified as an active ESG investor and is not registered as a multi-state adviser. The available records do not describe advisory, fee, or client-segment details, and no information about specific business activities or affiliations was provided.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Shelley Leonard
CFOCRD 2401474
Alan Levin
Chief Financial OfficerCRD 3073530
Contacts
3 of 21
Matthew Lantieri
Operations ManagerCRD 4195681
Robert Natiss
Branch ManagerCRD 345182
Jesse Busch
Investment Banking Vice PresidentCRD 6352403
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boca Raton, FL
Palm Beach
Location
Boca Raton, FL
Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 1200 N Federal Hwy
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Zeus Financial, LLC
Broker-DealerBoca Raton, FL
Fmsbonds, Inc.
Broker-DealerBoca Raton, FL
Welcome Life Securities, LLC
Broker-DealerBoca Raton, FL
Intercoastal Capital Markets, Inc.
Broker-DealerBoca Raton, FL
Enclave Capital LLC
Broker-DealerBoca Raton, FL
Lampost Capital, L.C.
Broker-DealerBoca Raton, FL